Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESPAC ADVISORS LLC | 04-24-2024 | 03-31-2024 | 167 | 171,733,358 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 101 | $1,004,905 | 16,632 | 0.00 | 16,632 | +Inf | 03-31-2024 | |
| GLADSTONE LD CORP | COM | 102 | $1,001,146 | 75,048 | 0.00 | 0.00 | 7,104 | 10.46 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 103 | $978,371 | 10,340 | 0.00 | 10,340 | +Inf | 03-31-2024 | |
| LAM RESEARCH CORP | COM | 104 | $950,195 | 978 | 0.00 | 978 | +Inf | 03-31-2024 |
